I know he brings value both to our advisors and to our clients.
CALGARY, AB (PRWEB) September 19, 2009
Partners In Planning [Partners In Planning] Financial Services Ltd. is pleased to announce the appointment of David Girard to the new position of Vice President, Western Canada.
"David has a breadth of financial industry knowledge and experience that is an exceptional asset to our valued clients and to our tremendous network of independent financial advisors," said R.E. (Bob) Roy, COO of Partners In Planning in announcing the appointment. "I know he brings value both to our advisors and to our clients."
As a member of the Partners In Planning executive team, Mr. Girard works with financial advisors, branch managers and assistants in Western Canada, providing high levels of service and support in branch development, recruiting, training and education, practice management, regulatory compliance, and marketing.
"I am thrilled to be a part of the Partners In Planning Financial Services team, and particularly excited to contribute to the growth of Partners In Planning in Western Canada," said David Girard.
"Partners In Planning has the unique advantage of offering financial advisors [financial advisors] and clients the assurance of objective, independent, locally-based financial advice, in a truly entrepreneurial environment backed by the resources and scale of a major national firm."
Mr. Girard has more than 25 years of successful experience in the financial services industry, most recently as Vice President, Distribution Services with the CI Financial/Assante Wealth Management group. Throughout his career in banking, trust services and investment, he has helped financial advisors develop their practices through the creation and implementation of effective business plans. With a Bachelor's degree in Education and a Master's degree in Business Administration, Mr. Girard specializes in practice management, business development, and strategic planning.
About Partners In Planning: Partners In Planning Financial Group Ltd., through its subsidiaries is one of Canada's largest privately-held financial services organizations, with more than 300 independent advisors and agents operating more than 100 offices. Partners In Planning Financial Services Ltd. is Canada's largest national independent mutual fund dealer, with one of Canada's largest networks of independent financial advisors, offering a full range of mutual funds and money products and, through referral arrangements with other financial institutions, stocks, bonds, mortgages, debt instruments and private investment counseling. Through Partners In Planning Insurance Services Inc., insurance agents and clients can access a full range of life, disability and critical illness insurance products, segregated funds and Guaranteed Investment Certificates (GICs).
For more information, please visit http://www.partnersinplanning.com